We believe it is in the public's best interest to understand what services they are receiving from a financial planner, what results are being achieved and how a planner is compensated. FPA advocates for complete transparency, clearly understood information and high standards of conduct for anyone offering financial planning.
Standard of Care
All financial planning services will be delivered in accordance with the following standard of care:
- Put the client's best interests first;
- Act with due care and in utmost good faith;
- Do not mislead clients;
- Provide full and fair disclosure of all material facts; and
- Disclose and fairly manage all material conflicts of interest.
